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Welcome to the 2024 CDBA Peer Forum website! Thank you for attending the largest annual gathering of CDFI, MDI and other mission-focused bank representatives.

CLICK HERE to Create an Account or Login to register and purchase your tickets!

Please contact us at cdbapeerforum@pcgloanfund.org if you have any questions.

Here’s the Peer Forum at a glance:

Advocacy Day and Pre-Conference Cocktail Reception: Tuesday, June 11, 2024 
Peer Forum Conference: Wednesday, June 12, 2024 and Thursday, June 13, 2024
Meeting Location: National Housing Center (NHC) Auditorium at:
1201 15th St NW, 1st floor, Washington, DC 20005
Hotel Information: The National Housing Center is located in downtown, Washington D.C., within walking distance of a variety of hotels offering rooms at a wide range of price points. We invite you to explore some of the options in our “Hotel Options List.” Please note that CDBA has not arranged a room block at any individual hotels for this event.
Attire: Business casual for all Peer Forum activities

Schedule:
  • June 11: Advocacy Day & Pre-Conference Cocktail Reception  at 5:30 pm ET 
  • June 12: Sessions from 8:00 am to 5:00 pm ET
  • June 12: Cocktail reception at 6:30 pm ET followed by dinner at 7:30 pm ET 
  • June 13: Sessions from 8:00 am to 5:00 pm ET


Thursday, June 13 • 1:15pm - 2:30pm
Practitioner Workshops Break Out 1: Decoding the New CDFI Certification: Key Insights for Your Bank

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Join in one of three workshops on the changing Federal landscape for mission focused banks. Learn how to manage new CDFI certification requirements or take advantage of new tax opportunities and regulatory tools for reaching underserved markets.

A sea change in the CDFI Certification rules is challenging every CDFI bank. Navigate the complexities of the new CDFI certification process with insights from banks that have successfully adapted. Learn the critical takeaways and strategies for meeting updated requirements to maintain or achieve certification.
Speaker
avatar for Everett White

Everett White

Member, Sones & White
Everett is a founding member of Sones & White Consulting, a CDFI consulting firm exclusively serving community banks. Everett’s consulting practice focuses on providing strategic planning, grant writing, and compliance services to CDFI banks. Before forming Sones & White, Everett... Read More →

Sponsors
avatar for Sones & White

Sones & White

SWC is a leading Community Development Financial Institutions (CDFI) consulting firm for banks, representing over 70 community banks nationally. We assist them in understanding the unmet financial needs in their markets and developing strategies to meet those needs. We also help them... Read More →

Thursday June 13, 2024 1:15pm - 2:30pm EDT
Breakout Room ABC
  Interactive Breakout Session
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Attendees (24)